Woodland Park Wealth Management
70 Morning Sun Drive Suite D
Woodland Park, CO 80863
Text the word: WPWM To: 72727
Hours of Operation(281)684-2245 call us today.
Curt began his financial career shortly after he was honorably discharged from the United States Navy. Before his legitimacy in the investment world, Curt became an insurance agent which raised his curiosity to how and why certain insurance products made sense to certain people. After developing a significant book of business and knowing that insurance is only a small factor to a truly diversified and well thought out portfolio, Curt had decided to better himself so that he could show more value to his current and future clients. Curt entered into the investment world so he is able to give thorough financial advise.
As President and Chief Investment Officer of Woodland Park Wealth Management, Curt holds;
Series 65 Securities License
Texas Life and Health Insurance License
Industry designations to include;
Certified Fund Specialist
Certified Income Specialist
Certified Annuity Specialist
Curt is dedicated to bringing integrity to the financial planning world. With his specialty being retirement planning and he having many more years left in the work force than the majority of his clients, Curt looks forward to seeing all of his clients through their retirement years and being there every step of the way.
Our mission is the show hard working people a personalized portfolio management technique. We believe in valuing our clients equally and not by demographics. We only become successful as our clients celebrate their success.
Our focus encompasses investment strategies that begin with a comprehensive financial plan. Followed with appropriate asset positions to include market equities, such as stocks, Exchange Traded Funds, Exchange Traded Notes and Mutual Funds. These assets are selected based on income, tax needs, as well as risk tolerance.